My Edward Jones advisor, Joe Schaefer, has given me incredible service, resulting in a very…read morepositive growth pattern over the last 10 years. I am extremely happy !

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I would highly recommend David Daniel and his team for all your CPA, bookkeeping and business…read moreneeds. they are very compassionate and professional. With their guidance and knowledge, my business has been able to open a 2nd location and has plans to continue to grow. I greatly appreciate everything that they have been able to guide and teach me in this growth process.

After years of being with my accountant, she had retired and I had to find a new accountant…read more Recommendations from friends resulted in outrageously expensive accountants. I noticed David Daniel's sign on a nearby office building and contacted him. I'm so glad I did! He has been courteous, professional, knowledgeable and extremely thorough. All this for reasonable prices. If you need a personal or professional accountant, I highly recommend David Daniel.

As a pharmacy student, I am required in my last year elective to visit a financial planner for 15…read moreminutes and discuss my financial plans. I called every financial planner in town and was unable to get anyone to meet with me for a short amount of time due to tax season. Defeated, I had emailed DTRT as a last hope, and received a call no more than 5 minutes later asking me to come in the very next day! I met with Ron, the president, and he was fabulous. He was willing to help me as a college student and sat with me for free for almost an hour, going over financial basics and making general recommendations. (Now, that may be just for my case, and I don't want to generalize to all other college students that he is willing to do financial planning for no charge, but it was really only a semi-consultation.) I can't rate this business as a client, but I can rate it based on the expedience and helpfulness...

This is the old address for Zinnia. New address is 3220 SW 33rd Rd, Ocala 34474…read more Retirement PODCAST Learn more about Zinnia by listening to Retirement Coffee Talk podcast.

Wonderful people who truly care about the people they work with. Whether it's tax preparation or…read morediscussing financial planning they are always listening to what I need and want for my financial future. Oh and did I mention they have the best coffee! It's like walking into your neighbors house and just sitting and chatting with an old friend.

From the owner: At Wolf Retirement Navigation, our primary focus is on…read moreretirement planning, which covers a broad range of areas where we possess current expertise. Our approach is results-oriented, backed by the knowledge to provide guidance, solutions, and the necessary answers. Our philosophy revolves around your retirement success, defined by the ability to relish life without financial concerns. This entails thorough preparation, a robust game plan, and effective strategies aimed at optimizing your retirement savings.

I HIGHLY recommend Ms. Potts. I have referred people her way for years. I met Reagan about 15…read moreyears ago. She inspired me then and still does. She's an excellent financial advisor, trusted and will not disappoint. Although, I have not visited her office in years, I trust Reagan because she continues to shine and give great advice to those she serve.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I definitely would recommend Wise Accounting. I have been working with Derrick Wise for four years…read morenow. He makes everything easy. My wife and I have set up corporations as well as having our taxes prepared through Derrick. Derrick answers every question I have, no matter how insignificant the question might be and he always makes us feel like it is the most important question asked. Derrick is very professional and has great customer service. He even provided envelopes with IRS address labels already attached to them. This may seem insignificant, but the attention to detail makes a much more pleasurable experience. Thank you so much Derrick!!